Licensed Paraplanner/Associate Financial Advisor

Licensed Paraplanner / Associate Financial Advisor
Legacy Stone Family Wealth, an Ameriprise Financial practice | Arlington, TX

Are you an experienced, licensed professional looking to grow your career in financial planning and client service? Legacy Stone Family Wealth, an Ameriprise Private Wealth Advisory practice in Arlington, TX, is seeking a Licensed Paraplanner / Associate Financial Advisor to join our collaborative and client-focused team.

You will work closely with the lead advisors to prepare financial plans, execute trades, and deliver an exceptional client experience. This position is ideal for a licensed professional who thrives in a supportive, high-touch environment and wants to advance toward CFP® certification and future planning responsibilities.

Key Responsibilities

• Client Meeting Support: Prepare materials, gather data, and develop recommendations to support client meetings.
• Trades & Transactions: Execute trades, process paperwork, and handle service requests with precision.
• Client Interaction: Attend meetings with advisors for note-taking, learning, and exposure to practice processes.
• Follow-Up Coordination: Draft and send client summary letters; ensure all post-meeting actions are completed on time.
• Team Collaboration: Partner with advisors and staff to maintain efficient operations and uphold a professional client experience.

Qualifications

• Licensing: Must be fully licensed (Series 7, 66, and Life & Health). Sponsorship for unlicensed candidates is not available.
• Education:
• Bachelor’s degree preferred (required if pursuing CFP® certification).
• Associate’s degree or equivalent experience accepted if fully licensed.
• Experience:
• 1–3 years of experience in financial services or client support preferred.
• Background in financial planning or investment operations a plus.
• Skills:
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to manage multiple priorities.
• Proactive, organized, and comfortable interacting directly with clients.

Compensation & Benefits

• Salary Range: $75,000 – $90,000 base, commensurate with experience.
• Benefits Include:
• 401(k) plan
• Paid Time Off and market holiday schedule (11.5 total days)
• Health Reimbursement Account (HRA) – $300/month
• Hybrid work schedule: remote Fridays
• Supportive, growth-minded team culture with mentorship opportunities

Schedule & Location

• Classification: Exempt, full-time (salaried)
• Schedule: Monday–Thursday in-office; Friday optional remote day
• Location: Arlington, TX

Equal Opportunity Employer
Legacy Stone Family Wealth is an equal opportunity employer and welcomes applicants from all backgrounds.